Family Resource Agency Inc. 403(B) Retirement Plan — Form 5500 plan (Family Resources Agency Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Family Resource Agency Inc. 403(B) Retirement Plan is a benefit plan reported by Family Resources Agency Inc. under EIN 62-0876593 and plan number 001. The latest loaded filing year is 2023. The filing reports 694 participants and $8,512,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Resources Agency Inc.
- EIN
- 62-0876593
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, TN
- Latest filing year
- 2023
- Participants
- 694
- End-of-year plan assets
- $8,512,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 694 | H, C | 20251105112533NAL0005528803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,512,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,512,621
- Net assets (BOY)
- $7,551,681
Income & contributions
- Employer contributions
- $565,211
- Participant contributions
- $474,156
- Total contributions
- $1,045,593
- Total income / additions
- $2,047,423
Expenses & distributions
- Benefits paid
- $1,058,410
- Administrative expenses
- $28,073
- Total expenses
- $1,086,483
- Net increase / (decrease)
- $960,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $18,816 | $37,158 | 2023 |
| Pensionmark Fin Group LLC | NONE | $0 | $14,466 | 2023 |
| Erisa Smart | NONE | $9,634 | not reported in the loaded dataset | 2023 |